Polen Growth Fund Institutional Class (POLIX) Research
This fund primarily allocates its capital to a concentrated selection of common equities, focusing on sizable corporations. Eligible companies typically possess market valuations exceeding $5 billion at the point of acquisition and, in the judgment of the investment adviser, exhibit durable competitive advantages. Although the fund is constrained from dedicating 25% or more of its net assets to any single industry, it retains the discretion to emphasize investments in specific economic sectors or market segments periodically. This investment vehicle is classified as non-diversified.
Market snapshot
- Symbol
- POLIX
- Price
- $31.92
- Day change
- +0.82%
- Market cap
- $3.1B
- 52-week range
- 28.42-50.93
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Calvert Equity I (CEYIX)
- Calvert Equity R6 (CEYRX)
- Principal Fds, Inc. - Principal Capital Appreciation Fund Cl A (CMNWX)
- Calvert Equity A (CSIEX)
- John Hancock Funds III International Growth Fund Class I (GOGIX)
- John Hancock Fds III, International Growth Fund Class A (GOIGX)
- JPMorgan Large Cap Value Fund Class I (HLQVX)
- JPMorgan Large Cap Value Fund Class R2 (JLVZX)
Open Polen Growth Fund Institutional Class (POLIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.